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  • About
    • Meet The Team
    • What Makes Us Different
    • Our Team Philosophy
  • Services
    • Estate Planning
    • Trust Administration
    • Legacy Planning
    • Business Planning
  • Events
  • Insight Portal
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  • About
    • Meet The Team
    • What Makes Us Different
    • Our Team Philosophy
  • Services
    • Estate Planning
    • Trust Administration
    • Legacy Planning
    • Business Planning
  • Events
  • Insight Portal
  • Bobby’s Blog
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24 October
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What the Experts are doing in Real Estate?

Posted by KarenLewis
in Bobby's Blog

Check out this link to see what real estate mogul Tom Barrack thinks about the market.http://money.cnn.com/2005/10/21/news/newsmakers/barrack/index.htmAs always this blog is strictly a discussion forum for issues I see in my daily practice. It is not i...

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15 October
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Thoughts On Lowering My Tax Bill

Posted by KarenLewis
in Bobby's Blog

This blog is not intended to provide any TAX, LEGAL, or FINANCIAL ADVICE. It is a discussion forum I use to discuss issues I see in my daily practice. If you want tax advice consult your tax professional.Are you expecting a hefty tax bill this year? Yo...

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04 October
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Insuring Your Biggest Asset

Posted by KarenLewis
in Bobby's Blog

This blog is not intended to provide any legal, tax, or financial advice. It is a forum to discuss the daily issues of my practice.Do you know the limits of your homeowners insurance policy? Many people I meet only have a cursory understanding of their...

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20 September
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Incapacity Planning – “Don’t Count on the Government for Help” by Robert Feisee

Posted by KarenLewis
in Bobby's Blog

My father is 76 years old and has alzhemier's disease. He has been seen by doctors at Johns Hopkins Medical school who say that is chances of recovery are almost none. He cannot walk, bathe, eat, dress or go to the bathroom without the help of a nurse...

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16 September
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Incapacity Planning by Robert Feisee

Posted by KarenLewis
in Bobby's Blog

As always, the purpose of this blog is not to solicit any business or offer any investment, legal or tax advice. It is simply a discussion forum for issues that I see in my daily practice.I want to digress from my latest discussions on real estate to t...

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